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Capturing centralised knowledge on a field by field basis ensuring uniformity and data quality |
PLEASE COLLABORATE / PLEASE MAKE CHANGES - TEAM EFFORT !!
Salesforce Object | Field Name/s | Field Description | Business Rule | Rule Violations (Jarvis Report)Violation | Approval | ||||||
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Account Create | New Account Entry | Utility to create account and contact. | |||||||||
Account | Account Name | Account Name | |||||||||
Account | Account Mailing Address | Account | RFM | Not and Affiniquest used field | Account | Most Recent Gift/Pledge Date | Pulling any gift AVE-107 Address Management | ||||
Account | RFM | A star is awarded for each of the following five conditions: having a giving record, having a pending opportunity, having a largest gift over a defined amount, having a total amount of giving over a defined amount, and having made a payment this year. | Not an Affiniquest used field | ||||||||
Account | Most Recent Gift/Pledge Date | The date of the most recent gift. | Pulling any gift / pledge - does it do soft credits? Hard vs Soft Credits - includes soft credits | ||||||||
Account | Account Type | Account | A picklist of the highest level categorization of this Account. The category can be further described in the Secondary Type field. | ||||||||
Account | Is Active Prospect? | Checkbox, Describes whether a prospect is active or Inactive. For example, inactive in case of deceased. | |||||||||
Account | Prospect Manager Prospect Manager | The Prospect Manager for this Account.The Prospect Manager for this Account. | |||||||||
Lightning Contact Utilities | Join |
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Lightning Contact Utilities | Separate | Join | Lightning Contact Utilities | Separate
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Lightning Contact Utilities | Decease? |
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Contact | |||||||||||
Contact | |||||||||||
Contact | |||||||||||
Contact | |||||||||||
CoContact | |||||||||||
Transaction | Acknowledgement | ||||||||||
Transaction | COA DFN | look up from COA | |||||||||
Transaction | COA code | look up from COA | |||||||||
Transaction | COA designation | look up from COA | |||||||||
Transaction | COA School/Unit | Used for receipting purpose | look up from COA | ||||||||
Transaction | Designation | The entry in the Chart of Accounts to which the donor wishes this Transaction to be deposited | look up from COA | ||||||||
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